Have to "reset" my BMO account every day

Rich Burke

If I do not go through the steps of "resetting" my BMO banking accounts every day, I get no transaction download.

Since the change of vendors, I have had nothing but problems connecting to financial institutions and online billers.

Quicken Anja

Hello @Rich Burke,

Thanks for sharing the details about your experience. To better understand what’s happening, could you clarify what you mean by “resetting” your BMO account every day? Specifically:

• Are you choosing the Reset Account option under the Online Services tab, or are you deactivating and reactivating the account?
• If you are deactivating and reactivating, when you reconnect, do you use Set up Now in the Online Services tab, or Tools > Add Account?
  • Set up Now
  • Tools > Add Account

Check back and let us know! Thank you.

Toddrg

I am having the same issue. When I do my onestep, Quicken can't connect with BMO and then asks the questions, have you renamed the account have you delleted the account, etc. then it ends up doindg a reset. When it does the reset (and I've done this 6 times) sometinmes it finds one of the 3 accounts I have, or 2 of the three accounts I have but never properly links them, so I go through the same dance the next day.

Rich Burke

I am using Reset Accountoption under theOnline Servicestab

Rich Burke

I have also de-activated and re-activated several times

Quicken Anja

Thanks for chiming in, @Toddrg!

@Rich Burke and @Toddrg, to help address the ongoing BMO connection issues, I recommend the following steps:

• Save a backup of your Quicken file before attempting any further troubleshooting. This ensures you have a restore point if anything unexpected occurs.
• Deactivate the affected accounts completely.
• Reconnect the accounts using Tools > Add Account rather than the "Reset Account" or “Set up Now” options in the Online Services tab. This method can help establish a cleaner connection because it rebuilds the account link in Quicken from scratch, which often resolves issues that persist even after daily resets or partial reconnections.

Once you’ve tried this, please check if the accounts sync properly and let us know how it goes!

Rich Burke

Ok I have done that, we will see how it behaves over the next week.

Thank you.

Quicken Anja

@Rich Burke Perfect—thank you for giving that a try. Please keep us posted on how it behaves over the next week, and don’t hesitate to reach back out if the issue comes back up.

Thank you!